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Estate planning is not a one-size-fits-all process. The right plan is thoughtfully tailored to your unique family, assets, and priorities. While every estate plan is different, most address two essential areas: planning for your lifetime and planning for after your death.

Planning for your lifetime ensures that someone you trust can step in if you become unable to make financial or healthcare decisions for yourself. This planning is typically accomplished through general durable powers of attorney and health care powers of attorney, which allow your chosen agents to act on your behalf when needed.

Planning for after your death focuses on how your assets will be managed and distributed. The most common tools used for this purpose are Wills and Revocable Living Trusts, which allow you to clearly define who will benefit from your estate and how those assets should be handled.

Without an estate plan in place, your assets will be distributed according to Wisconsin’s intestate succession laws and, in most cases, will require probate. By failing to plan, you give up the opportunity to decide who inherits your estate and who is responsible for administering it. A well-crafted estate plan gives you clarity, control, and peace of mind—for yourself and for those you care about most.

Wisconsin Estate Planning Attorneys for Every Stage of Life